Amplify Endowment Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 30, 2026, reports $58M in regulatory assets under management, 1 employee, and 4 accounts.
Top client segmentCharitable represent 100.0% of total clients.
Top client categories% of clientsClients
1
Charitable
100.0%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$58Mas of March 30, 2026
Discretionary89.4%
$52M
89% of total RAUM89.4%
Non-discretionary10.6%
$6M
11% of total RAUM10.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$58M
Total Accounts4
10Y AUM Change$-21M (-27.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee2:1
10Y Employee Change-1 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.